David Poarch is a registered investment advisor at Native American Fund Advisors LLC, based in Tulsa, OK, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 2 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.63% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
This fee schedule applies to the Small Cap Value Strategy. The Short Term Bond Portfolio, Intermediate Bond Portfolio, and Blue Chip Strategy have a lower fee schedule. The Convertible Securities/High Yield Strategy and Midstream Energy Strategy have a fee schedule in between. Fees are negotiable.
Fee Estimator
Location
1616 East 15th Street, Tulsa, OK, 74120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is the Managing Partner of Native American Fund Advisors, an affiliated investment management firm, since 1996. He is also the Managing Partner for Pinnacle Investment Advisors.
Employment History
Current Registrations
Native American Fund Advisors LLC
Pinnacle Investment Advisors
Previous Registrations
Native American Fund Advisors LLC
Pinnacle Investment Advisors
State Registrations1 state
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